Anic Equity¶
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Total return since start: 0.556 %¶
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Equity now: -----------------------------> 47529.33 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46131.34 Kr¶
PnL: ---------------------------------------> -757.23 Kr¶
DD now: ---------------------------------> -2.263 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 15:40:42.898728'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -0.160000 | 3105.000000 | 178.000000 | 6.080000 | 2927.000000 |
| HEBA B | 70 | 0.880000 | 2796.500000 | 160.500000 | 6.090000 | 2636.000010 |
| HMS Networks | 2 | -0.660000 | 785.600000 | 112.600000 | 16.730000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.850000 | 3513.060000 | 59.060000 | 1.710000 | 3453.999992 |
| SAAB B | 8 | -0.280000 | 3433.600000 | 56.600000 | 1.680000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.920000 | 401.200000 | 46.200000 | 13.010000 | 355.000000 |
| MedCap | 2 | 0.650000 | 466.000000 | 45.000000 | 10.690000 | 421.000000 |
| Resurs Holding | 22 | 2.300000 | 607.420000 | 33.420000 | 5.820000 | 573.999998 |
| Boozt | 12 | 0.790000 | 1684.800000 | 30.800000 | 1.860000 | 1653.999996 |
| Corem Property Group B | 59 | 0.690000 | 602.980000 | 25.980000 | 4.500000 | 576.999999 |
| Swedbank A | 3 | 2.190000 | 588.450000 | 24.450000 | 4.340000 | 564.000000 |
| AcadeMedia | 12 | 0.250000 | 580.080000 | 23.080000 | 4.140000 | 557.000004 |
| OEM International B | 7 | 0.000000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Intrum | 4 | -0.220000 | 543.600000 | 16.600000 | 3.150000 | 527.000000 |
| Securitas B | 6 | 1.500000 | 584.760000 | 14.760000 | 2.590000 | 570.000000 |
| Eastnine | 4 | 0.160000 | 504.800000 | 13.800000 | 2.810000 | 491.000000 |
| Norva24 Group | 16 | -0.170000 | 552.960000 | 9.960000 | 1.830000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.920000 | 253.920000 | 7.920000 | 3.220000 | 246.000000 |
| Creaspac SPAC | 6 | 0.310000 | 582.600000 | 5.600000 | 0.970000 | 577.000002 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.460000 | 567.000000 | 5.000000 | 0.890000 | 562.000005 |
| Karnov Group | 9 | 0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Coor Service Management Hold. | 8 | 0.070000 | 536.000000 | 4.000000 | 0.750000 | 532.000000 |
| Handelsbanken A | 5 | 0.280000 | 541.500000 | -4.500000 | -0.820000 | 546.000000 |
| Midsona B | 63 | -0.220000 | 567.000000 | -16.000000 | -2.740000 | 582.999984 |
| International Petroleum Corp. | 5 | 4.080000 | 574.500000 | -20.070000 | -3.380000 | 594.565215 |
| CTEK | 13 | -3.280000 | 513.240000 | -20.760000 | -3.890000 | 533.999999 |
| Essity B | 2 | -1.380000 | 541.600000 | -32.400000 | -5.640000 | 574.000000 |
| Essity A | 4 | -0.730000 | 1090.000000 | -59.000000 | -5.130000 | 1149.000000 |
| Vivesto | 1368 | -1.230000 | 547.200000 | -65.800000 | -10.730000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.560000 | 3780.000000 | -70.000000 | -1.820000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.940000 | 3682.000000 | -129.000000 | -3.380000 | 3810.999990 |
| Beijer Electronics Group | 26 | 0.740000 | 2823.600000 | -147.400000 | -4.960000 | 2971.000006 |
| OX2 | 18 | 1.520000 | 1440.000000 | -224.000000 | -13.460000 | 1663.999992 |
| Axfood | 13 | 0.490000 | 3485.300000 | -270.700000 | -7.210000 | 3756.000001 |
| Ovzon | 52 | 0.190000 | 2782.000000 | -580.000000 | -17.250000 | 3361.999992 |
| TOTAL | 46145.170000 | -743.400000 | -2.2347% | 46888.564618 |
Updated:¶
'2023-01-27 15:40:04.659002'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
